Family Business http://wealthmanagement.com/taxonomy/term/23691/more en Governance For Legacy Assets? http://wealthmanagement.com/high-net-worth/governance-legacy-assets <div class="field-deck"> Families need to consider a structure for property of non-financial value </div> <div class="node-body article-body">A family enterprise client of any complexity often owns significant assets in addition to the operating company. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/high-net-worth/governance-legacy-assets" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/governance-legacy-assets#comments Family Business Estate Planning High Net Worth Public Wed, 12 Nov 2014 15:04:00 +0000 704301 at http://wealthmanagement.com Family Feuds http://wealthmanagement.com/family-business/family-feuds <div class="field-deck"> Lessons learned from the headlines </div> <div class="node-body article-body">Hardly a day goes by without a headline about a “family business feud” in the pages of national newspapers or in blasts from various media sources.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/family-feuds" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/family-feuds#comments Family Business Public Wed, 05 Nov 2014 18:35:00 +0000 698591 at http://wealthmanagement.com How Do Heirs Inherit Values Along with the Valuables? http://wealthmanagement.com/estate-planning/how-do-heirs-inherit-values-along-valuables <div class="field-byline"> Steven Abernathy and Brian Luster </div> <div class="node-body article-body">The writer of the ethical will has an opportunity to express what often goes unsaid—this also provides families the chance to know their loved ones in a unique way, and, it may offer meaning and a lasting legacy. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/how-do-heirs-inherit-values-along-valuables" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/how-do-heirs-inherit-values-along-valuables#comments Family Business Estate Planning Wealth Planning Mon, 27 Oct 2014 14:29:00 +0000 691311 at http://wealthmanagement.com Enrique Ramos Lopez/iStock/Thinkstock Continuity and Succession Planning Under the Uniform Securities Acts of 1956 & 2002 http://wealthmanagement.com/family-business/continuity-and-succession-planning-under-uniform-securities-acts-1956-2002 <div class="field-deck"> You've worked hard to build a valuable business that puts your client’s needs first. Who is going to continue that work when you're no longer active in the business? </div> <div class="node-body article-body">You've worked hard to build a valuable business that puts your client’s needs first. Who is going to continue that work when you're no longer active in the business?</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/continuity-and-succession-planning-under-uniform-securities-acts-1956-2002" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/continuity-and-succession-planning-under-uniform-securities-acts-1956-2002#comments Family Business Retirement Planning Wed, 15 Oct 2014 19:54:00 +0000 681461 at http://wealthmanagement.com David De Lossy/Photodisc/Thinkstock The Multi-Generational Independent Broker-Dealer http://wealthmanagement.com/wealth-planning/multi-generational-independent-broker-dealer <div class="field-byline"> Gary Martino </div> <div class="field-deck"> With no discernible model currently attractive to young investors, there is a considerable gap between how IBDs will retain assets that make that generational leap. </div> <div class="node-body article-body"><p>With no discernible model currently attractive to young investors, there is a considerable gap between how IBDs will retain assets that make that generational leap.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/wealth-planning/multi-generational-independent-broker-dealer" target="_blank">read more</a></p> IBDs Family Business Retirement Planning Careers Wealth Planning Fri, 10 Oct 2014 16:37:00 +0000 677051 at http://wealthmanagement.com suprunvitaly/iStock/Thinkstock Working in Retirement – Not Always an Advisor’s First Choice http://wealthmanagement.com/viewpoints/working-retirement-not-always-advisor-s-first-choice <div class="node-body article-body">VIEWPOINTS: Tom Daley, Founder and CEO, The Advisor Center; For most independent advisors, succession planning is a very personal decision. Advisors should consider what they want to do next and take into consideration their timelines, their lifestyles and what’s best for their clients </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/working-retirement-not-always-advisor-s-first-choice" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/working-retirement-not-always-advisor-s-first-choice#comments Advisor Center Asset Protection Family Business Viewpoints Wealth Planning Fri, 03 Oct 2014 14:51:00 +0000 671171 at http://wealthmanagement.com LucynaLewandowska/iStock/Thinkstock Transitioning Out: Succession Planning for the Wirehouse Advisor http://wealthmanagement.com/retirement-planning/transitioning-out-succession-planning-wirehouse-advisor <div class="field-byline"> Chris Dupuy and Anita Venkiteswaran </div> <div class="node-body article-body">Few things are handled more poorly within the four walls of a wirehouse branch office than the distribution of accounts following the retirement of a financial advisor.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/transitioning-out-succession-planning-wirehouse-advisor" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/transitioning-out-succession-planning-wirehouse-advisor#comments Family Business Retirement Planning Wealth Planning Tue, 30 Sep 2014 13:32:00 +0000 667891 at http://wealthmanagement.com Four Misconceptions About Succession Planning http://wealthmanagement.com/family-business/four-misconceptions-about-succession-planning <div class="field-byline"> John Anderson </div> <div class="field-deck"> Don't let them get in the way of planning for the future </div> <div class="node-body article-body">There are obstacles to hurdle along the way to instituting the ideal succession plan.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/four-misconceptions-about-succession-planning" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/four-misconceptions-about-succession-planning#comments Family Business Retirement Planning Mon, 22 Sep 2014 15:32:00 +0000 660421 at http://wealthmanagement.com David De Lossy/Photodisc/Thinkstock Convening the Family http://wealthmanagement.com/family-business/convening-family <div class="field-byline"> Erik Strid </div> <div class="field-deck"> Family meetings are an effective way to get in front of controversial topics and create a needed discipline for the family to make important multi-generational decisions </div> <div class="node-body article-body"><p>Family meetings are an effective way to get in front of controversial topics and create a needed discipline for the family to make important multi-generational decisions involving real estate, inheritances and family businesses</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/convening-family" target="_blank">read more</a></p> Asset Protection Family Business Estate Planning Wealth Planning Wed, 10 Sep 2014 14:29:00 +0000 648751 at http://wealthmanagement.com <p>Jacqueline Kennedy (1929 - 1994) with her children Caroline and John in the living room of the Kennedy ancestral home at Dunganstown, County Wexford, during a family holiday in Ireland, June 29, 1967.</p> Central Press/Stringer/Getty Images Don’t Wait, Formalize your Succession Plan Now http://wealthmanagement.com/family-business/don-t-wait-formalize-your-succession-plan-now <div class="field-byline"> Jay W. Penn </div> <div class="field-deck"> Without a succession plan, advisors are placing themselves, their families and their clients at serious financial risk. </div> <div class="node-body article-body">Without a succession plan, advisors are placing themselves, their families and their clients at serious financial risk.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/don-t-wait-formalize-your-succession-plan-now" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/don-t-wait-formalize-your-succession-plan-now#comments Family Business Wealth Planning Wed, 27 Aug 2014 13:00:00 +0000 638961 at http://wealthmanagement.com Janka Dharmasena/iStock/Thinkstock